Bavarian Nordic — August 2016
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Vi skal nok ikke forvente noget fra FDA før i November. Det bliver meget spændende at høre Zealands kommentarer til dette den 2. september.
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Den kursmæssige reaktion er vel som forventet.
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Lige nu er der stor købsiver omkring 110.
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Nordea og Danske hat tidligere meldt ud, at der var en mulighed for en udsættelse pga pendesign.
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Sammenligning med Victoza: http://www.proinvestor.com/investornyt/385695/sanofi-bade-vinder-og-taber-i-novo-sammenligning
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Et fald på ca 6% pt syntes jeg er billigt sluppet.
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"Doses below the recommended dose are white writing on black background. The point of this convoluted approach is to discourage dosing errors, but to us, it looks like there is considerable room for human error. The advisory panel agrees"
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Jeg tror ikke, at problemet med pensystemet er så lille som man måske tror. Det er ikke bare farverne, men flere andre ting. Det kan efter min mening betyde, at sanofi skal fremstille en ny pen(system). Hvis det er tilfældet, kommer de langt bagud i forhold til Novo.
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https://clinicaltrials.gov/ct2/show/NCT02873286?term=Mva-bn&recr=Open&rank=10&submit_fld_opt= Opstart af fase 2 forsøg
i RSV forventes snart. -
https://clinicaltrials.gov/ct2/show/NCT02864628?term=Mva-bn&recr=Open&rank=11&submit_fld_opt= Opstart af fase 1 forsøg i RSV forventes snart
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BB+, skulle lige til at poste det samme. Det ser super godt ud! Allerede februar 2017 er der estimated completion. Hvis de melder positive resultater gætter jeg på at analytikerne begynder at indregne RSV på kursmålet
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burde der ikke komme en meddelelse fra Bavarian omkring opstart af fase 2 for RSV? tænker da at det er super interessant og relevant læsning for investorer.
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Given our general posi"ve view on Nordic biotech names, the Wall Street Journal’s
‘heard on the street column’ was encouraging reading today. Sta"ng that ’if you have
the goods this is a good "me to be a midsize biotech’. -
Pfizer’s purchase of Medivation
for USD 14 bn in cash shows big pharma is willing to pay handsomely to acquire the
growth potential presented by the few midsize biotechs that offer a promising pipeline based on more than mere hope. -
In general terms, US Biotech rallied yesterday and the Nasdaq biotech index (IBB) looks increasingly promising from a technical point of view — a break above 302 should trigger more technical buying. Yesterday it closed at 296. We remain positive on both Bavarian and Genmab.
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